NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Sundaram Consumption Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹100
Expense Ratio	1.72%
NAV	₹107.51 (11 Nov 2026)
Fund Size	₹1,384.55 Cr
Fund Started	02 Jan 2013
Lock-in Period	No lock-in
Exit Load	0.5%For redemption, withdrawn by way of SWP or transfer by way of Switch/STP within 30 days from the date of allotment NilFor redemption or withdrawn by way of SWP or transfer by way of Switch/STP after 30 days from the date of allotment

Returns	Sundaram Consumption Fund - Direct (G)
1M	7.94%
3M	-1.55%
6M	5.24%
1Y	-3.27%
3Y	8.97%
5Y	10.49%
Since Inception	13.92%

Trailing risk-adjusted performance measures

Risk Ratio	Sundaram Consumption Fund - Direct (G)
Alpha	-2.92
Beta	0.96
Sharpe	0.17
Standard Deviation	4.93

Holding Analysis	Sundaram Consumption Fund - Direct (G)
Top 5 Holdings	39.39%
Top 10 Holdings	58.62%
Portfolio Turnover	87.00
Equity	97.83%
Debt	0.96%
Cash	—

Fund Manager	Sundaram Consumption Fund - Direct (G)
Name	, ,

About	Sundaram Consumption Fund - Direct (G)
AMC	Sundaram Mutual Fund
Scheme Category	Thematic Fund
Benchmark	Nifty India Consumption TRI
Launch Date	01 Jan 2013